Deactivate / Terminate Employee

Default Permissions: Directors permission group

Delete / terminate employees from the Edit Employee information Page or the User Management Tab.

Edit Employee Information Page
User Management Tab

From the Edit Employee Information Page

1. From the Dashboard, select Employee from the Client/Employee/Doctor dropdown menu. 
2. Select Edit Information from the Select a Transaction dropdown.
3. Select the Employee.
4. Click Enter.
   
5. Uncheck the Active box.
   
   
   
6. Scroll down and enter the Termination Date.
   
   
   
7. Scroll down and click Save at bottom of page.
   

From the User Management Tab

1. Select User Management from the left hand navigation sidebar.
   
   
   
2. Select the Employee.
   
3. Uncheck the Active Box.
4. Uncheck all boxes under the Groups section.
   Note: if any boxes are checked under the Groups section, the employee will still show on the list. 
5. Click Save at bottom of page.
   
   

Note: Do not delete the user or all historical data attached to the user will be lost. This includes calendar items, billing items, notes, etc. This action cannot be undone.

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